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Sharplink Research Director Steven Ehrlich published an analysis pointing out that Ethereum started strong in July 2026, with an increase of about 11% so far this month. Historical data suggests that investors should pay attention to ETH's performance in July. Steven Ehrlich noted that the core advantage of ETH's July performance is not merely volatility, but the asymmetry between rises and falls: when July sees an increase, the average rise is about 43%, while in years of decline, the average drop is only about 5% (from 2020 to 2025).Historically, months of significant gains for ETH are usually driven by "Ethereum-specific catalysts + supply-demand imbalance." The current market environment also presents similar opportunities, such as: institutional infrastructure is being built, the Ethereum roadmap is continuously upgrading, and corporate funds are consistently increasing their holdings of ETH. Currently, Ethereum is entering a new development phase, where institutional adoption, technological upgrades, and capital allocation may become important factors driving ETH's market performance.

According to CoinDesk, the Ethereum Foundation recently disclosed that its security team used AI agents to test the software running on Ethereum validator nodes and successfully discovered a remotely triggerable vulnerability that could cause node crashes. However, researchers emphasized that human review remains a key step in distinguishing real vulnerabilities from false positives among the large number of security reports generated by AI.It is reported that the discovered vulnerability exists in the Ethereum network message propagation protocol gossipsub, where an attacker can remotely trigger the node software to enter an abnormal computation state, causing the program to crash and shut down, making the validator node go offline until the operator manually restarts it. This vulnerability has been fixed and registered under the identifier "CVE-2026-34219."Nikos Baxevanis, a member of the Ethereum Foundation's protocol security team, stated that what was truly surprising about this incident was not the AI's ability to discover vulnerabilities, but rather the amount of time the team spent discerning which vulnerabilities were real and which were merely seemingly credible "illusions."

According to SoSoValue data, yesterday (Eastern Time July 10) the total net inflow of Ethereum spot ETFs was $18.4334 million.The Ethereum spot ETF with the highest net inflow yesterday was the Blackrock ETF ETHA, with a net inflow of $16.2025 million. Currently, the historical total net inflow of ETHA has reached $1.1178 billion.Following that is the Fidelity ETF FETH, with a net inflow of $2.2309 million. Currently, the historical total net inflow of FETH has reached $2.149 billion.As of the time of publication, the total net asset value of Ethereum spot ETFs is $9.588 billion, with an ETF net asset ratio (market value compared to the total market value of Ethereum) of 4.44%. The historical cumulative net inflow has reached $10.974 billion.

According to on-chain analyst Yu Jin's monitoring, Tether uses 15% of its quarterly profits to purchase BTC for its reserve address, which made a test deposit of 4 BTC (worth $250,000) to Binance 5 hours ago.This address transferred 204.3 BTC (worth $14.36 million) to Bitfinex a month ago, when the price of BTC was around $70,000. Previously, Tether would bring the BTC purchased in the quarter onto the chain on the last day of each quarter, but now that the second quarter has ended for over ten days, no new coins have been seen transferred to the reserve address.

According to The Block, the latest report "Merged Ethereum" released by the Cambridge Centre for Alternative Finance (CCAF) shows that approximately 31% of Ethereum node activity is located in the United States, and 39% is distributed across the European Union (excluding the UK), presenting an overall Western centralization pattern.The report points out that there are potential centralization risks in the Ethereum network—nodes are highly concentrated among three major hosting service providers: Hetzner, AWS, and OVH. If more than one-third of the validators go offline simultaneously, the network checkpoints will stop finalizing.In addition, the report recalculated Ethereum's energy consumption, estimating that the annual electricity usage after the merge is about 7.9 gigawatt-hours, a decrease of approximately 99.98% compared to before the merge, with sustainable energy accounting for over 56%. The cost needed to offset its annual carbon emissions is only about $33,500 to $73,800.

According to Deribit data, approximately $1.907 billion in Bitcoin and Ethereum options will expire today at 16:00. Among them, the notional value of BTC options is about $1.43 billion, with a put/call ratio of 0.98 and a maximum pain point of $62,000; the notional value of ETH options is about $237 million, with a put/call ratio of 1.21 and a maximum pain point of $1,700.

According to SoSoValue data, on July 9, Eastern Time, the total net outflow of Ethereum spot ETFs was $52.0804 million. The Ethereum spot ETF with the highest single-day net outflow yesterday was Fidelity ETF FETH, with a single-day net outflow of $33.9629 million. Currently, FETH has a historical total net inflow of $2.147 billion.The second was Blackrock ETF ETHA, with a single-day net outflow of $12.6671 million. Currently, ETHA has a historical total net inflow of $11.162 billion. As of the time of writing, the total net asset value of Ethereum spot ETFs is $9.345 billion, and the ETF net asset ratio (market value compared to the total market value of Ethereum) is 4.43%. The historical cumulative net inflow has reached $10.955 billion.

The Ethereum Foundation Protocol Support team has been dissolved. This team was primarily responsible for coordinating the Ethereum protocol development process, including organizing and coordinating core developer meetings, tracking network upgrade progress, supporting EIP advancement, operating the Ethereum Protocol Fellowship (EPF) program, and providing educational, community, and infrastructure coordination support.This adjustment is part of the recent organizational restructuring of the Ethereum Foundation, which has seen multiple team and personnel changes recently.

The Ethereum Foundation Protocol Security team researchers stated in a blog post on Thursday that a series of AI agents have been deployed to test the software relied upon by Ethereum, searching for vulnerabilities in the cryptographic systems, protocol code, and smart contracts. The vulnerabilities discovered by the AI agents include a remotely triggerable panic issue in the peer-to-peer layer libp2p gossipsub used by the Ethereum consensus client, which has been fixed and disclosed on GitHub as CVE-2026-34219.The researchers noted that the AI agents are organized into specialized roles such as reconnaissance, searching, patching, and verification, aimed at identifying potential attack paths, reproducing failures, and verifying their applicability to production code. The Ethereum Foundation stated that AI has not replaced security researchers but has changed the way they work, allowing the team to cover a much broader scope than manual reviews, although researchers need to exercise more careful judgment over a large number of seemingly credible conclusions.

The founder of TRON, Justin Sun, stated that the milestone of 90 billion has finally arrived, marking a critical moment for both Tether and TRON. TRON remains one of the main networks for large-scale settlements of stablecoins.It is reported that with the issuance of TRC20-USDT exceeding 90 billion USD, the scale of stablecoins on the TRON network has reached a new historical level.

According to Whale Alert monitoring, at 15:42 Beijing time, Tether Treasury minted an additional 1 billion USDT on the Tron network.

A five-day public debate between ether.fi CEO Mike Silagadze and KAST CEO Raagulan Pathy has brought KAST's user deposit terms into the spotlight. Silagadze publicly shared screenshots showing that KAST's terms treat users' deposited stablecoins as sold to KAST, with ownership immediately transferred to the company, and the original terms did not mention that users could request redemption.According to The Defiant, verified through the Wayback Machine, these terms have been in place at least since June 25. As of July 7, KAST updated its terms to include users' right to redeem unspent balances, but the legal structure remains unchanged—deposits are still defined as sales, with the company's total liability capped at $500, registered in Comoros, Anjouan Island, and governed by Seychelles law.Additionally, KAST previously promised that points would be exchanged for tokens on a one-to-one basis, but on July 2, this was changed to conversion into tokenized equity, causing dissatisfaction among users. Research account Decentralisedco pointed out that KAST can earn about 4-5% annualized returns from idle balances by counting users' stablecoins as company assets, a structure that differs from competitors like ether.fi, which settle through user-controlled smart contracts.

According to SoSoValue data, on July 8, Eastern Time, the total net inflow of Ethereum spot ETFs was $70.4773 million. The Ethereum spot ETF with the highest single-day net inflow yesterday was Fidelity ETF FETH, with a single-day net inflow of $69.2086 million. Currently, FETH's historical total net inflow has reached $2.181 billion.The second was VanEck ETF ETHV, with a single-day net inflow of $1.2687 million. Currently, ETHV's historical total net inflow has reached $163 million. As of the time of publication, the total net asset value of Ethereum spot ETFs was $9.339 billion, and the ETF net asset ratio (the market value as a percentage of Ethereum's total market value) reached 4.46%. The historical cumulative net inflow has reached $11.007 billion.

According to Scam Sniffer monitoring, a user lost approximately 999,999 USDT after signing a phishing token authorization on Ethereum.The attacker initially attempted to withdraw 1 million dollars (which was 631 dollars more than the wallet balance) but failed. After 36 seconds, they recalculated and successfully withdrew the entire remaining balance. Scam Sniffer reminds users to verify all signature requests and never rush to sign transactions.

According to Lookonchain monitoring, the net inflow of Bitcoin ETFs in the United States is 197 BTC, with a net inflow of 1244 BTC over 7 days; the net inflow of Ethereum ETFs is 12193 ETH, with a net inflow of 52319 ETH over 7 days.

According to Cointelegraph, Santiment data shows that the exchange supply of Bitcoin and Ethereum is close to historical lows, with Bitcoin at its lowest level since 2017 and Ethereum at its lowest level since 2015, reflecting increased confidence in investor holdings.

CryptoQuant, citing on-chain data analysis, states that Tether Treasury has destroyed $2.5 billion worth of USDT on the Ethereum network, marking the largest single destruction on this network since February of this year. This scale exceeds the $2 billion destruction on May 8 and is second only to the historical high of $3.5 billion on February 10.Meanwhile, the USDT balance flowing in and out of Binance through the Tron network has dropped to approximately $806 million, the lowest level since December 29, 2025 ($391 million), falling below the $1 billion mark, indicating a significant contraction in USDT liquidity in the Binance Tron channel. The large-scale destruction by Tether Treasury itself reflects more on redemptions, fund management, or cross-chain rebalancing operations rather than being a direct market signal; however, the simultaneous contraction of Ethereum's supply side and Binance's Tron liquidity is worth ongoing attention to see if the trend of tightening liquidity in dual-chain stablecoins continues.

According to SoSoValue data, on July 7, Eastern Time, the total net inflow of Ethereum spot ETFs was $26.9252 million. The Ethereum spot ETF with the highest single-day net inflow yesterday was the Blackrock ETF ETHA, with a single-day net inflow of $26.9252 million. Currently, the historical total net inflow of ETHA has reached $11.175 billion.As of the time of writing, the total net asset value of Ethereum spot ETFs is $9.526 billion, and the ETF net asset ratio (the market value as a percentage of the total market value of Ethereum) is 4.42%. The historical cumulative net inflow has reached $10.937 billion.

Sophia Dew, a member of the Ethereum Foundation (EF) Developer Acceleration team, announced in a post that this week will be her last week working full-time for the Ethereum Foundation. Dew has been active in the Ethereum ecosystem for the past four years and has participated in projects such as Funding Commons, Gitcoin, and Celo.She stated that after leaving, she will continue to promote the vision of Ethereum and cryptocurrency technology in other ways, and she clearly expressed her continued optimism about the future development of Ethereum.